UMB Bank, n.a.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), UMB Bank, n.a. reported 2,058 stock positions worth $6.3 billion. Its top holding was Umb Financial (UMBF) at 7.9% of the portfolio, followed by Apple (AAPL, 5.3%) and iShares Core S&P 500 ETF (IVV, 5.2%). Compared with Q3 2024, it opened 72 new positions, sold out of 148, added to 849 and reduced 651. The biggest buy was Tesla (TSLA, shares +32%) and the biggest sale an exit from BlackRock Finance (BLK).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0000933429
- Portfolio Value
- $6.3B (Q4 2024)
- SEC Filing
- 0000933429-25-000005 ↗ filed Jan 16, 2025
Holdings Value
Holdings 2,058 stocks · $6.3B
| UMBF Umb Financial Corp. | 7.87% | 4,408,782 | $497.6M | Reduce -6.2% |
| AAPL Apple Inc. | 5.31% | 1,339,553 | $335.5M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 5.21% | 559,723 | $329.5M | Add +0.8% |
| MSFT Microsoft Corp. | 3.51% | 526,203 | $221.8M | Reduce -4.2% |
| NVDA Nvidia Corp. | 2.99% | 1,406,048 | $188.8M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 2.60% | 750,587 | $164.7M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 2.37% | 791,199 | $149.8M | Reduce -1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.31% | 214 | $145.7M | No change |
| IJH iShares Core S&P Midcap ETF | 2.30% | 2,336,390 | $145.6M | Reduce -2.5% |
| AVGO Broadcom Inc. | 1.87% | 509,190 | $118.1M | Reduce -2.4% |
| GVI iShares Intermediate Governm | 1.84% | 1,113,933 | $116.1M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 1.81% | 476,719 | $114.3M | Reduce -1.6% |
| PGR Progressive Corp. | 1.64% | 432,005 | $103.5M | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.55% | 1,394,524 | $98.0M | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 1.43% | 785,062 | $90.5M | Reduce -4.3% |
| COST Costco Wholesale Corp. | 1.38% | 95,080 | $87.1M | Reduce -14.8% |
| META Meta Platforms Inc. Class A | 1.30% | 140,585 | $82.3M | Add +0.6% |
| QUAL iShares MSCI USA Quality Fac | 1.21% | 430,332 | $76.6M | Add +8.2% |
| LLY Eli Lilly & Co. | 1.16% | 94,625 | $73.1M | Reduce -19.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 150,576 | $68.3M | Reduce -4.2% |
| HD Home Depot Inc. | 1.03% | 167,999 | $65.3M | Add +5.6% |
| MA Mastercard Inc. Class A | 1.03% | 123,936 | $65.3M | Reduce -1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.98% | 703,010 | $62.1M | Add +6.7% |
| TSLA Tesla Inc. | 0.97% | 151,336 | $61.1M | Add +31.7% |
| WMT Walmart Inc. | 0.93% | 652,475 | $59.0M | Reduce -15.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.92% | 480,353 | $58.0M | Add +9.7% |
| CVX Chevron Corp. | 0.87% | 379,615 | $55.0M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.86% | 1,133,334 | $54.2M | Reduce -6.4% |
| PG The Procter & Gamble Co. | 0.78% | 292,442 | $49.0M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.76% | 145,009 | $48.1M | Add +13.4% |
| V Visa Inc. Class A | 0.73% | 146,346 | $46.3M | Add +0.5% |
| JNJ Johnson & Johnson | 0.73% | 319,400 | $46.2M | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 0.72% | 90,310 | $45.7M | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.71% | 419,078 | $45.1M | Reduce -10.4% |
| NEE Nextera Energy Inc. | 0.69% | 605,927 | $43.4M | Reduce -3.0% |
| MCD McDonald's Corp. | 0.62% | 134,552 | $39.0M | Reduce -1.9% |
| ORLY O'reilly Automotive Inc. | 0.60% | 32,229 | $38.2M | Reduce -5.2% |
| IWM iShares Russell 2000 ETF | 0.58% | 167,197 | $36.9M | Reduce -2.5% |
| PH Parker Hannifin Corp. | 0.58% | 57,640 | $36.7M | Reduce -1.2% |
| ORCL Oracle Corp. | 0.56% | 212,857 | $35.5M | Add +49.9% |
| LIN Linde PLC | 0.54% | 81,817 | $34.3M | Reduce -1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 758,602 | $33.3M | Reduce -11.0% |
| TXN Texas Instruments Inc. | 0.50% | 167,361 | $31.4M | Reduce -1.1% |
| NFLX Netflix Inc. | 0.49% | 34,802 | $31.0M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.46% | 87,532 | $29.3M | Reduce -1.0% |
| ABT Abbott Laboratories | 0.46% | 256,392 | $29.0M | Reduce -1.6% |
| DFAC Dimensional US Core Equity 2 | 0.44% | 810,884 | $28.0M | Reduce -1.3% |
| WELL Welltower Inc. | 0.44% | 220,038 | $27.7M | Add +0.7% |
| INTU Intuit Inc. | 0.43% | 43,677 | $27.5M | Reduce -32.3% |
| ACN Accenture PLC Class A | 0.43% | 77,131 | $27.1M | Reduce -2.1% |
| TRV The Travelers Cos Inc. | 0.43% | 112,264 | $27.0M | Reduce -2.7% |
| UNP Union Pacific Corp. | 0.42% | 116,391 | $26.5M | Reduce -3.5% |
| DHR Danaher Corp. | 0.40% | 110,005 | $25.3M | Reduce -2.7% |
| CAG Conagra Brands Inc. | 0.39% | 885,161 | $24.6M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.39% | 128,861 | $24.5M | Reduce -5.0% |
| HON Honeywell International Inc. | 0.38% | 107,348 | $24.2M | Reduce -0.2% |
| MS Morgan Stanley | 0.37% | 187,301 | $23.5M | Reduce -4.3% |
| LBTYB Liberty Global Ltd. Class B | 0.36% | 1,755,987 | $22.9M | No change |
| APH Amphenol Corp. Class A | 0.36% | 327,703 | $22.8M | Reduce -1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 40,194 | $20.9M | Reduce -1.4% |
| DUK Duke Energy Corp. | 0.32% | 189,041 | $20.4M | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 199,822 | $20.3M | Add +0.7% |
| CAT Caterpillar Inc. | 0.32% | 54,899 | $19.9M | Reduce -5.5% |
| LW Lamb Weston Holdings Inc. | 0.31% | 296,812 | $19.8M | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 0.31% | 37,242 | $19.4M | Add +0.8% |
| ABBV Abbvie Inc. | 0.30% | 105,661 | $18.8M | Reduce -26.1% |
| IEMG iShares Core MSCI Emerging | 0.30% | 358,406 | $18.7M | Reduce -3.8% |
| PANW Palo Alto Networks Inc. | 0.30% | 102,675 | $18.7M | Add +3.9% |
| IWV iShares Russell 3000 ETF | 0.29% | 54,219 | $18.1M | Add +48.6% |
| CPRT Copart Inc. | 0.28% | 304,166 | $17.5M | Add +1.2% |
| SDY SS SPDR S&P Dividend ETF | 0.27% | 130,032 | $17.2M | Reduce -9.9% |
| PEP Pepsico Inc. | 0.27% | 110,498 | $16.8M | Reduce -48.7% |
| CME Cme Group Inc. | 0.26% | 71,646 | $16.6M | Add +0.5% |
| IWB iShares Russell 1000 ETF | 0.26% | 51,391 | $16.6M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.26% | 166,153 | $16.5M | Reduce -28.3% |
| CBSH Commerce Bancshares Inc. | 0.26% | 261,234 | $16.3M | Add +4.0% |
| PAYX Paychex Inc. | 0.26% | 115,187 | $16.2M | Reduce -1.2% |
| PWR Quanta Services Inc. | 0.25% | 49,107 | $15.5M | Reduce -2.1% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 202,581 | $15.3M | Reduce -30.2% |
| NOW ServiceNow Inc. | 0.24% | 14,165 | $15.0M | Reduce -7.5% |
| EMR Emerson Electric Co. | 0.24% | 119,938 | $14.9M | Reduce -4.0% |
| MAR Marriott International Class A | 0.23% | 51,492 | $14.4M | Reduce -6.0% |
| RF Regions Financial Corp. | 0.22% | 603,143 | $14.2M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 319,600 | $14.1M | Add +2.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 279,653 | $14.0M | Add +191.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 79,702 | $13.5M | Reduce -13.4% |
| IWP iShares Russell Mid-Cap Grow | 0.21% | 106,108 | $13.4M | Reduce -6.3% |
| CTAS Cintas Corp. | 0.21% | 73,550 | $13.4M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.21% | 69,757 | $13.3M | Reduce -1.5% |
| ECL Ecolab Inc. | 0.20% | 54,640 | $12.8M | Add +1.6% |
| IWF iShares Russell 1000 Growth | 0.20% | 31,340 | $12.6M | Reduce -29.8% |
| ZTS Zoetis Inc. | 0.20% | 76,807 | $12.5M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 30,203 | $12.4M | Reduce -4.1% |
| IAU iShares Gold Trust | 0.19% | 246,958 | $12.2M | Reduce -5.2% |
| EMLP First Trust North American E | 0.19% | 341,082 | $12.2M | Reduce -21.4% |
| EFA iShares MSCI Eafe ETF | 0.19% | 160,316 | $12.1M | Reduce -6.3% |
| PLD Prologis Inc. | 0.19% | 114,546 | $12.1M | Reduce -1.1% |
| BRO Brown & Brown Inc. | 0.19% | 117,809 | $12.0M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 54,364 | $12.0M | Reduce -4.8% |
| CMCSA Comcast Corp. Class A | 0.19% | 314,092 | $11.8M | Reduce -2.6% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $991K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 798 | $973K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 295 | $8K | No change |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 79 | $5K | New |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 105 | $4K | No change |
| LGL.WS LGL Group Inc./the -CW25 | *W EXP 11/16/202 | 4,267 | $752 | No change |
Total filed on the 13F, all lines: $6.3B.
Portfolio Sells Q3 2024 → Q4 2024
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.54 |
| LLY Eli Lilly & Co. | Reduce -19.7% | 1.16% | −0.47 |
| PEP Pepsico Inc. | Reduce -48.7% | 0.27% | −0.30 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.3% | 1.55% | −0.22 |
| INTU Intuit Inc. | Reduce -32.3% | 0.43% | −0.19 |
| MSFT Microsoft Corp. | Reduce -4.2% | 3.51% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -14.8% | 1.38% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -64.7% | 0.09% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -28.3% | 0.26% | −0.15 |
| ABBV Abbvie Inc. | Reduce -26.1% | 0.30% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -10.4% | 0.71% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.4% | 0.86% | −0.14 |
| GD General Dynamics Corp. | Reduce -76.6% | 0.04% | −0.14 |
| NEE Nextera Energy Inc. | Reduce -3.0% | 0.69% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -3.3% | 0.72% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -67.3% | 0.06% | −0.12 |
| MCK McKesson Corp. | Reduce -73.5% | 0.05% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -34.7% | 0.13% | −0.10 |
| DFAE Dimensional Emerging Core Eq | Sold out | 0.00% | −0.10 |
| ADBE Adobe Inc. | Reduce -51.0% | 0.07% | −0.10 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.09 |
| DHR Danaher Corp. | Reduce -2.7% | 0.40% | −0.09 |
| MPC Marathon Petroleum Corp. | Reduce -56.9% | 0.05% | −0.09 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.73% | −0.09 |
| PFE Pfizer Inc. | Reduce -44.4% | 0.09% | −0.08 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.08 |
| LIN Linde PLC | Reduce -1.8% | 0.54% | −0.08 |
| IRM Iron Mountain Inc. | Reduce -83.5% | 0.01% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.3% | 1.43% | −0.06 |
| CAG Conagra Brands Inc. | Reduce -0.5% | 0.39% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.33% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -29.8% | 0.20% | −0.06 |
| CB Chubb Ltd. | Reduce -24.6% | 0.16% | −0.06 |
| EXR Extra Space Storage Inc. | Reduce -95.5% | 0.00% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -1.1% | 0.50% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -9.9% | 0.27% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 1.08% | −0.05 |
| TGT Target Corp. | Reduce -38.3% | 0.05% | −0.04 |
| UNP Union Pacific Corp. | Reduce -3.5% | 0.42% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -34.0% | 0.08% | −0.04 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.04 |
| AMGN Amgen Inc. | Reduce -6.4% | 0.13% | −0.04 |
| CAT Caterpillar Inc. | Reduce -5.5% | 0.32% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -3.8% | 0.30% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.4% | 0.21% | −0.04 |
| PLD Prologis Inc. | Reduce -1.1% | 0.19% | −0.04 |
| EMLP First Trust North American E | Reduce -21.4% | 0.19% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -93.0% | 0.00% | −0.03 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.62% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +31.7% | 0.97% | +0.50 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 5.21% | +0.23 |
| ORCL Oracle Corp. | Add +49.9% | 0.56% | +0.18 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.18% | +0.18 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +191.4% | 0.22% | +0.15 |
| SEIC Sei Investments Company | New | 0.14% | +0.14 |
| BMY Bristol-Myers Squibb Co. | Add +178.2% | 0.18% | +0.12 |
| TJX TJX Companies Inc. | Add +9.7% | 0.92% | +0.12 |
| BNY Bank of New York Mellon Corp. | Add +2123.7% | 0.12% | +0.11 |
| RJF Raymond James Financial Inc. | Add +7238.7% | 0.11% | +0.11 |
| V Visa Inc. Class A | Add +0.5% | 0.73% | +0.11 |
| TFC Truist Financial Corp. | Add +796.1% | 0.12% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | Add +8.2% | 1.21% | +0.10 |
| ETN Eaton Corp. PLC | Add +13.4% | 0.76% | +0.10 |
| IWV iShares Russell 3000 ETF | Add +48.6% | 0.29% | +0.10 |
| ADSK Autodesk Inc. | Add +337.2% | 0.12% | +0.09 |
| CEG Constellation Energy | Add +1710.3% | 0.09% | +0.08 |
| ITW Illinois Tool Works | Add +93.0% | 0.17% | +0.08 |
| FAST Fastenal Co. | Add +139.2% | 0.14% | +0.08 |
| IWR iShares Russell Mid-Cap ETF | Add +6.7% | 0.98% | +0.08 |
| LPLA LPL Financial Holdings Inc. | Add +9865.1% | 0.08% | +0.08 |
| XYZ Block Inc. | Add +2352.7% | 0.08% | +0.07 |
| AMAT Applied Materials Inc. | Add +288.8% | 0.09% | +0.06 |
| FTNT Fortinet Inc. | Add +838.5% | 0.07% | +0.06 |
| GVI iShares Intermediate Governm | Add +4.5% | 1.84% | +0.06 |
| KMI Kinder Morgan Inc. | Add +116.1% | 0.09% | +0.06 |
| META Meta Platforms Inc. Class A | Add +0.6% | 1.30% | +0.06 |
| DGX Quest Diagnostics Inc. | Add +1524.3% | 0.06% | +0.05 |
| BKR Baker Hughes Co. | Add +3901.1% | 0.05% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +204.5% | 0.07% | +0.05 |
| TPL Texas Pacific Land Corp. | Add +2839.8% | 0.05% | +0.05 |
| HIG Hartford Insurance Group Inc. | Add +612.5% | 0.06% | +0.05 |
| SUB iShares Short-Term National | Add +818.7% | 0.05% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +3.9% | 0.30% | +0.03 |
| CPRT Copart Inc. | Add +1.2% | 0.28% | +0.03 |
| HD Home Depot Inc. | Add +5.6% | 1.03% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | New | 0.03% | +0.03 |
| CBSH Commerce Bancshares Inc. | Add +4.0% | 0.26% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.7% | 0.32% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +0.8% | 0.31% | +0.03 |
| LILAK Liberty Latin Americ Class C | Add +970.4% | 0.03% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +40.8% | 0.06% | +0.02 |
| T AT&T Inc. | Add +46.0% | 0.06% | +0.02 |
| KKR KKR & Co. Inc. | Add +3.2% | 0.13% | +0.02 |
| CME Cme Group Inc. | Add +0.5% | 0.26% | +0.02 |
| FLXR TCW Flexible Income ETF | New | 0.02% | +0.02 |
| SEIX Virtus Seix Senior Loan ETF | New | 0.02% | +0.02 |
| GOF Guggenheim Strategic Opport | New | 0.02% | +0.02 |
| DTE DTE Energy Company | Add +1547.6% | 0.02% | +0.02 |
| LILA Liberty Latin Americ Class A | Add +2129.7% | 0.02% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 798 | $973K |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | New | 79 | $5K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,298 | $7.9B | UMBF, IVV, AAPL, NVDA, GOOGL |
| Q1 2026 | 2,280 | $7.2B | UMBF, IVV, AAPL, NVDA, GOOGL |
| Q4 2025 | 2,274 | $7.5B | UMBF, IVV, AAPL, MSFT, NVDA |
| Q3 2025 | 2,147 | $6.8B | UMBF, IVV, AAPL, MSFT, NVDA |
| Q2 2025Amended | 2,121 | $6.4B | UMBF, IVV, MSFT, AAPL, NVDA |
| Q1 2025 | 2,100 | $6.1B | UMBF, IVV, AAPL, MSFT, BRK.A |
| Q4 2024 | 2,058 | $6.3B | UMBF, AAPL, IVV, MSFT, NVDA |
| Q3 2024 | 2,133 | $6.4B | UMBF, IVV, AAPL, MSFT, NVDA |
| Q2 2024 | 2,127 | $6.1B | UMBF, IVV, AAPL, MSFT, NVDA |
| Q1 2024 | 2,136 | $6.3B | UMBF, IVV, MSFT, AAPL, BRK.A |